Retirement Solutions Intern — Strategy & Analysis

Charles Schwab Corporation; Austin (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Charles Schwab Corporation invites a student intern to contribute to Retirement Plan Services. You will support analysis, project tracking, and process improvements while preparing client-ready presentations and summaries.

Throughout the 9‑week program, you’ll gain exposure to retirement plan design, supporting roles, and cross‑functional collaboration with Schwab professionals in an on‑site, hands‑on environment.

Qualifications

• Pursuing a Bachelor's degree.
• Authorized to work in the United States on a full‑time basis without sponsorship.
• Demonstrated ability to analyze information and develop recommendations.
• Strong written and verbal communication with ability to create summaries and updates.
• Ability to organize work, manage priorities, and maintain project docs.
• Demonstrated collaboration with peers and stakeholders.
• Able to meet deadlines and take ownership of assignments.
• Adaptable to changing priorities while maintaining quality.

Responsibilities

• Support retirement solutions initiatives through analysis, project tracking, and process improvements.
• Prepare client-ready presentations, trackers, and documented recommendations.
• Collaborate across teams to translate business needs into structured deliverables.
• Contribute to internship projects and learn how retirement plan services support employers and employees.

Skills

Analytical thinking

Written and verbal communication

Time management

Collaboration

Education

Bachelor's degree in progress

Tools

Microsoft Office (Excel, PowerPoint, Outlook)

Job description

Charles Schwab Corporation invites a student intern to contribute to Retirement Plan Services. You will support analysis, project tracking, and process improvements while preparing client-ready presentations and summaries.

Throughout the 9‑week program, you’ll gain exposure to retirement plan design, supporting roles, and cross‑functional collaboration with Schwab professionals in an on‑site, hands‑on environment.